Institutional Ownership White Mountains Insurance Group LTD (WTM)
This table provides information about the institutional ownership of White Mountains Insurance Group LTD (WTM). We have compiled data on the 380 institutions that hold shares in the stock, with a total of 2.55 Million shares, which have been reported (via 13F filing form) to have a value of $4.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
17
shares
|
$32,719
0.0% of portfolio
|
Q2 2025
Added 183.33%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
16
shares
|
$30,794
0.0% of portfolio
|
Q3 2025
Reduced 51.52%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
16
shares
|
$30,794
0.0% of portfolio
|
Q2 2025
Reduced 30.43%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
15
shares
|
$28,870
0.0% of portfolio
|
Q3 2025
Reduced 51.61%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
15
shares
|
$28,870
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
15
shares
|
$28,870
0.0% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
14
shares
|
$26,945
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
14
shares
|
$26,945
0.0% of portfolio
|
Q3 2025
Added 133.33%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
12
shares
|
$23,096
0.0% of portfolio
|
Q1 2023
Reduced 53.85%
|
|
|
Miller Global Investments, LLC
Dallas, TX |
Jan 05, 2026 Q4 2025 |
12
shares
|
$23,096
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
12
shares
|
$23,096
0.0% of portfolio
|
Q3 2024
Reduced 29.41%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
11
shares
|
$21,171
0.0% of portfolio
|
Q3 2025
Reduced 42.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
11
shares
|
$21,171
0.0% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
10
shares
|
$19,246
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
10
shares
|
$19,246
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
10
shares
|
$19,246
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
9
shares
|
$17,322
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
9
shares
|
$17,322
0.01% of portfolio
|
Q3 2025
Added 125.0%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
9
shares
|
$17,322
0.0% of portfolio
|
Q1 2024
Added 350.0%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
9
shares
|
$17,322
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8
shares
|
$15,397
0.0% of portfolio
|
Q2 2020
Added 25.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
8
shares
|
$15,397
0.0% of portfolio
|
Q3 2023
Added 33.33%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
8
shares
|
$15,397
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
8
shares
|
$15,397
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
8
shares
|
$15,397
0.0% of portfolio
|
Q4 2022
New holding
|
|